Roberts 2022 Inc. 401(K) Plan — Form 5500 plan (Roberts 2022 Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roberts 2022 Inc. 401(K) Plan is a benefit plan reported by Roberts 2022 Inc. under EIN 88-4306005 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,011,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts 2022 Inc.
- EIN
- 88-4306005
- Plan number
- 001
- Plan type
- 2
- Location
- Coral Springs, FL
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,011,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | I | 20260408094348NAL0018117266001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,011,456
- Net assets (EOY)
- $1,011,456
- Net assets (BOY)
- $854,682
Income & contributions
- Employer contributions
- $739
- Participant contributions
- $739
- Total income / additions
- $156,774
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $156,774
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.